Nuance Investments, LLC

RIASEC RegisteredEst. 2008

Total AUM

$984M

Discretionary

$984M

100% of AUM

Avg account

$3.8M

Accounts

257

Employees

Advisory reps

Firm details

Headquarters: Kansas City, Missouri
CRD number: 148534
Registered since: October 22, 2008
Website: nuanceinvestments.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, NATIONAL FINANCIAL SERVICES LLC, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Investment Companies45.12%
Pension & Profit Sharing Plans19.49%
Individuals9.29%
Charitable Organizations9.22%
Corporations / Businesses6.78%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nuance Investments, LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC registered (2008) and is owned by a combination of a domestic entity and an individual. Nuance manages fee-based relationships (percentage of AUM) for both high-net-worth individuals and families as well as institutional clients. Its advisory services center on discretionary portfolio management across individuals/small businesses, investment companies, and businesses or institutions. The firm reports an active ESG investing stance and a clear preference for equity exposure within client portfolios.